6 Meridian’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-6,409
| Closed | -$486K | – | 437 |
|
2020
Q1 | $486K | Buy |
6,409
+275
| +4% | +$20.9K | 0.05% | 262 |
|
2019
Q4 | $552K | Buy |
6,134
+285
| +5% | +$25.6K | 0.05% | 327 |
|
2019
Q3 | $568K | Buy |
5,849
+172
| +3% | +$16.7K | 0.06% | 262 |
|
2019
Q2 | $534K | Buy |
5,677
+107
| +2% | +$10.1K | 0.05% | 264 |
|
2019
Q1 | $532K | Sell |
5,570
-533
| -9% | -$50.9K | 0.05% | 220 |
|
2018
Q4 | $520K | Sell |
6,103
-69
| -1% | -$5.88K | 0.06% | 205 |
|
2018
Q3 | $489K | Buy |
6,172
+343
| +6% | +$27.2K | 0.05% | 316 |
|
2018
Q2 | $470K | Sell |
5,829
-136
| -2% | -$11K | 0.05% | 291 |
|
2018
Q1 | $476K | Buy |
5,965
+922
| +18% | +$73.6K | 0.05% | 249 |
|
2017
Q4 | $430K | Buy |
+5,043
| New | +$430K | 0.05% | 325 |
|